Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
EAGLEMERE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)60 EDMUNDS ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WELLESLEY, MA02481
A Employer identification number

04-3424302
B Telephone number (see instructions)

(781) 899-4350
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$21,852,793J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 363,475
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 205,046 205,046 205,046
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 944,334
b Gross sales price for all assets on line 6a 3,023,813
7 Capital gain net income (from Part IV, line 2)... 1,167,745
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 25 25 25
12 Total. Add lines 1 through 11........ 1,512,880 1,372,816 205,071
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,000 12,000 12,000 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,000 3,000 0 0
c Other professional fees (attach schedule).... Click to see attachment 72,933 72,933 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 54,842 1,636 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 144 144 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 142,919 89,713 12,000 0
25 Contributions, gifts, grants paid....... 906,351 906,351
26 Total expenses and disbursements. Add lines 24 and 25 1,049,270 89,713 12,000 906,351
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 463,610
b Net investment income (if negative, enter -0-) 1,283,103
c Adjusted net income (if negative, enter -0-)... 193,071
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,761 9,407 9,407
2 Savings and temporary cash investments......... 1,041,984 2,121,701 2,121,701
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,067,190 Click to see attachment9,137,565 17,362,634
c Investments—corporate bonds (attach schedule)....... 872,403 Click to see attachment771,909 794,998
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,053,340 Click to see attachment1,053,340 1,564,053
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,037,678 13,093,922 21,852,793
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 8,019,477 8,019,477
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,018,201 5,074,445
29 Total net assets or fund balances (see instructions)..... 12,037,678 13,093,922
30 Total liabilities and net assets/fund balances (see instructions). 12,037,678 13,093,922
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,037,678
2
Enter amount from Part I, line 27a .....................
2
463,610
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
623,099
4
Add lines 1, 2, and 3 ..........................
4
13,124,387
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
30,465
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,093,922
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a ABBOTT LABORATORIES   2020-11-12 2021-09-17
b ACTIVISION BLIZZARD INC   2020-11-12 2021-09-17
c ADOBE SYSTEM INC   2020-11-12 2021-09-17
d AMERICAN WATER WORKS CO INC   2015-06-24 2021-09-17
e APPLE INC   2013-12-04 2021-09-17
APPLE INC   2013-11-19 2021-09-17
BAXTER INTERNATIONAL INC   2020-11-12 2021-09-17
BOA #6361- CAPITAL GAIN DIVIDEND   2021-01-01 2021-12-31
BOA #8111-CAPITAL GAIN DIVIDEND   2021-01-01 2021-12-31
CATERPILLAR INC   2020-11-12 2021-09-17
CENTENE CORP   2020-11-12 2021-09-17
CHURCH & DWIGHT CO INC   2020-11-12 2021-09-17
CISCO SYSTEMS INC   2014-10-02 2021-09-17
COMCAST   2020-11-12 2021-09-17
COSTCO WHOLESALE CORP   2013-11-19 2021-09-17
EATON CORP PLC   2020-11-12 2021-09-17
ENTERGY CORP   2013-11-19 2021-09-17
FLORIDA PWR CORP   2018-03-28 2021-08-15
FREEPORT-MCMORAN INC   2018-12-13 2021-09-17
FREEPORT-MCMORAN INC   2018-12-13 2021-02-22
GOLDMAN SACHS GROUP INC   2017-01-30 2021-09-17
HARTFORD SCHRODERS EMERGING   2021-02-22 2021-12-03
HILL ROM HLDGS   2021-09-17 2021-12-14
HOME DEPOT INC/THE   2013-11-19 2021-09-17
HOME DEPOT INC/THE   2014-10-02 2021-09-17
HOME DEPOT INC/THE   2015-06-24 2021-09-17
IDEXX LABS INC   2020-11-12 2021-09-17
ILLNOIS TOOL WORKS INC   2020-11-12 2021-09-17
INTERCONTINENTAL EXCHANGE INC   2020-11-12 2021-09-17
ISHARES CORE MSCI EAFE ETF   2020-12-31 2021-01-29
ISHARES CORE MSCI EAFE ETF   2020-12-31 2021-09-17
ISHARES CORE MSCI EAFE ETF   2016-12-14 2021-09-17
ISHARES CORE US AGGREAGATE BOND ETF   2020-08-31 2021-09-17
ISHARES CORE US AGGREAGATE BOND ETF   2020-01-28 2021-09-17
ISHARES CORE US AGGREAGATE BOND ETF   2021-09-17 2021-01-29
ISHARES RUSSELL 1000 ETF   2010-05-24 2021-01-29
ISHARES RUSSELL 1000 ETF   2020-12-31 2021-01-29
ISHARES RUSSELL 1000 ETF   2010-05-24 2021-09-17
ISHARES RUSSELL MID-CAP ETF   2020-12-31 2021-01-29
ISHARES RUSSELL MID-CAP ETF   2020-01-28 2021-09-17
ISHARES RUSSELL MID-CAP ETF   2020-01-28 2021-01-29
JOHNSON & JOHNSON   2009-08-17 2021-09-17
LYONDELLBASELL INDUSTRIES NV   2020-11-12 2021-09-17
MARVELL TECHNOLOGY INC   2020-11-12 2021-09-17
MCDONALD S CORP   2013-01-08 2021-09-17
MCDONALD S CORP   2013-11-19 2021-09-17
MONDELEZ INTERNATIONAL INC   2020-11-12 2021-09-17
NIKE INC CLASS B   2020-11-12 2021-09-17
NVIDIA CORP   2020-11-12 2021-09-17
PAYPAL HOLDINGS INC   2020-11-12 2021-09-17
PEPSICO INC   2012-01-06 2021-09-17
ROCHE HLDG LTD SPONSORED ADR   2020-11-12 2021-09-17
SALESFORCE COM INC   2020-11-12 2021-09-17
SPDR BLOOMBERG BARCLAYS 1-3   2020-08-31 2021-09-17
SPDR BLOOMBERG BARCLAYS 1-3   2020-04-17 2021-09-17
SPDR BLOOMBERG BARCLAYS 1-3   2020-03-23 2021-09-17
SPDR BLOOMBERG BARCLAYS 1-3   2021-01-29 2021-09-17
SPDR GOLD TR GOLD SHS ETF   2019-03-14 2021-06-04
SPDR GOLD TR GOLD SHS ETF   2019-03-14 2021-02-05
SPDR GOLD TR GOLD SHS ETF   2016-09-16 2021-03-03
SPDR GOLD TR GOLD SHS ETF   2016-09-16 2021-07-06
SPDR GOLD TR GOLD SHS ETF   2019-03-14 2021-04-07
SPDR GOLD TR GOLD SHS ETF   2016-09-16 2021-05-05
SPDR GOLD TR GOLD SHS ETF   2016-09-16 2021-08-05
SPDR GOLD TR GOLD SHS ETF   2019-03-14 2021-05-05
SPDR GOLD TR GOLD SHS ETF   2016-09-16 2021-12-03
SPDR GOLD TR GOLD SHS ETF   2019-03-14 2021-07-06
SPDR GOLD TR GOLD SHS ETF   2019-03-14 2021-08-05
SPDR GOLD TR GOLD SHS ETF   2016-09-16 2021-10-08
SPDR GOLD TR GOLD SHS ETF   2019-03-14 2021-03-03
SPDR GOLD TR GOLD SHS ETF   2016-09-16 2021-04-07
SPDR GOLD TR GOLD SHS ETF   2016-09-16 2021-06-04
SPDR GOLD TR GOLD SHS ETF   2019-03-14 2021-09-09
SPDR GOLD TR GOLD SHS ETF   2016-09-16 2021-01-11
SPDR GOLD TR GOLD SHS ETF   2016-09-16 2021-11-04
SPDR GOLD TR GOLD SHS ETF   2019-03-14 2021-12-03
SPDR GOLD TR GOLD SHS ETF   2019-03-14 2021-10-08
SPDR GOLD TR GOLD SHS ETF   2016-09-16 2021-08-05
SPDR GOLD TR GOLD SHS ETF   2019-03-14 2021-11-04
SPDR GOLD TR GOLD SHS ETF   2016-09-16 2021-02-05
SPDR GOLD TR GOLD SHS ETF   2019-03-14 2021-02-05
TARGET CORP   2020-11-12 2021-09-17
TELADOC INC   2020-11-12 2021-09-17
TENCENT HOLDINGS LTD   2020-11-12 2021-08-17
TRUIST FINL CORP   2013-11-19 2021-09-17
UNION PACIFIC CORP   2020-11-12 2021-09-17
VANGUARD FTSE EMERGING MARKETS ETF   2021-01-29 2021-09-17
VANGUARD TOTAL INTERNATIONAL BOND ETF   2020-01-28 2021-09-17
VANGUARD TOTAL INTERNATIONAL BOND ETF   2020-08-31 2021-01-29
VANGUARD TOTAL INTERNATIONAL BOND ETF   2020-01-28 2021-01-29
VANGUARD TOTAL INTERNATIONAL BOND ETF   2020-08-31 2021-01-29
VERIZON COMMUNICATIONS   2020-11-12 2021-09-17
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 88,863   78,647 10,216
b 7,875   7,812 63
c 130,941   94,490 36,451
d 89,751   24,896 64,855
e 14,641   2,012 12,629
131,771   16,797 114,974
33,383   32,493 890
      238,205
      209
20,080   16,911 3,169
32,013   34,490 -2,477
50,272   53,015 -2,743
17,017   7,503 9,514
22,777   19,043 3,734
45,734   12,411 33,323
31,364   22,704 8,660
122,617   58,415 64,202
100,000   100,497 -497
125,050   41,648 83,402
193,446   54,800 138,646
78,054   29,274 48,780
261,260   300,000 -38,740
156,000   150,592 5,408
25,226   6,104 19,122
33,635   9,161 24,474
42,044   14,098 27,946
66,007   46,060 19,947
21,612   21,227 385
23,525   19,722 3,803
1,987   2,008 -21
2,301   2,077 224
17,489   12,489 5,000
3,823   3,906 -83
105,293   103,653 1,640
15,174   15,376 -202
10,716   3,072 7,644
7,144   7,184 -40
38,561   9,275 29,286
3,623   3,628 -5
30,231   22,644 7,587
1,777   1,570 207
32,821   11,981 20,840
9,223   7,573 1,650
18,673   12,634 6,039
36,472   13,597 22,875
48,629   19,514 29,115
24,320   23,052 1,268
15,659   12,756 2,903
132,371   81,304 51,067
55,581   38,799 16,782
92,483   39,338 53,145
46,110   42,970 3,140
78,126   75,896 2,230
5,669   5,677 -8
3,017   3,022 -5
18,104   18,149 -45
3,566   3,570 -4
134   92 42
139   100 39
54   41 13
57   41 16
129   96 33
54   40 14
58   42 16
125   91 34
56   41 15
130   93 37
133   96 37
55   41 14
125   95 30
56   42 14
58   40 18
133   96 37
59   41 18
57   41 16
128   94 34
127   93 34
58   42 16
131   94 37
60   44 16
135   95 40
24,688   15,988 8,700
42,326   56,215 -13,889
55,218   76,370 -21,152
11,100   6,793 4,307
20,166   19,912 254
12,562   12,626 -64
8,541   8,554 -13
582   578 4
5,815   5,741 74
349   347 2
16,314   18,191 -1,877
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       10,216
b       63
c       36,451
d       64,855
e       12,629
      114,974
      890
      238,205
      209
      3,169
      -2,477
      -2,743
      9,514
      3,734
      33,323
      8,660
      64,202
      -497
      83,402
      138,646
      48,780
      -38,740
      5,408
      19,122
      24,474
      27,946
      19,947
      385
      3,803
      -21
      224
      5,000
      -83
      1,640
      -202
      7,644
      -40
      29,286
      -5
      7,587
      207
      20,840
      1,650
      6,039
      22,875
      29,115
      1,268
      2,903
      51,067
      16,782
      53,145
      3,140
      2,230
      -8
      -5
      -45
      -4
      42
      39
      13
      16
      33
      14
      16
      34
      15
      37
      37
      14
      30
      14
      18
      37
      18
      16
      34
      34
      16
      37
      16
      40
      8,700
      -13,889
      -21,152
      4,307
      254
      -64
      -13
      4
      74
      2
      -1,877
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,167,745
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 105,775
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 17,835
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,835
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 16,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 136
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 10,029
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet10,029 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFORTIS MANAGEMENT GROUP LLC Telephone no.bullet (781) 899-4350

    Located atbullet800 SOUTH STREET SUITE 255WALTHAMMA ZIP+4bullet02453
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MARILYN D SARLES MD PRESIDENT
    0.00     		0 0 0
    60 EDMUNDS ROAD
    WELLESLEY,MA02481
    DANIEL SARLES TREASURER/EXEC DIRECTOR
    25.00     		12,000 0 0
    10 BOWDOIN STREET APT 416
    BOSTON,MA02114
    KATHRYN GARVEY DIRECTOR
    0.00     		0 0 0
    37 GREENWOOD STREET
    SHERBORN,MA01770
    H JAY SARLES CLERK
    0.00     		0 0 0
    60 EDMUNDS ROAD
    WELLESLEY,MA02481
    ELIZABETH DIAS DIRECTOR
    0.00     		0 0 0
    4510 LONGHORN
    BOW MAR,CO80123
    DANIEL DIAS DIRECTOR
    0.00     		0 0 0
    4510 LONGHORN
    BOW MAR,CO80123
    PATRICK GARVEY DIRECTOR
    0.00     		0 0 0
    37 GREENWOOD STREET
    SHERBORN,MA01770
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    US TRUST INVESTMENT ADVISORY FEES 72,933
    114 WEST 47TH ST
    NEW YORK,NY10036
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    19,874,870
    b
    Average of monthly cash balances.......................
    1b
    784,999
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,659,869
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    20,659,869
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    309,898
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    20,349,971
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,017,499
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,017,499
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,835
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,835
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    999,664
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    999,664
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    999,664
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 999,664
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 276,080
    b From 2017...... 273,444
    c From 2018...... 189,968
    d From 2019...... 134,911
    e From 2020...... 132,881
    f Total of lines 3a through e ........ 1,007,284
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 906,351
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 906,351
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 93,313 93,313
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 913,971
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		182,767
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		731,204
    10 Analysis of line 9:
    a Excess from 2017.... 273,444
    b Excess from 2018.... 189,968
    c Excess from 2019.... 134,911
    d Excess from 2020.... 132,881
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    MARILYN D SARLES MD
    H JAY SARLES
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADVENTURER & SCIENTISTS FOR CONSERVATION
    PO BOX 1834
    BOZEMAN,MT59771     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 15,091
    ALASKA CONSERVATION FOUNDATION
    911 WEST 8TH AVE SUITE 300
    ANCHORAGE,AK99501     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 30,148
    AMERICAN RIVERS
    1101 14TH STREET NW SUITE 1400
    WASHINGTON,DC20005     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 10,000
    AMHERST COLLEGE
    220 S PLEASANT STREET
    AMHERST,MA01002     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 750
    ANIMAL RESCUE LEAGUE OF BOSTON
    10 CHANDLER STREET
    BOSTON,MA02116     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    CARE INC
    151 ELLIS STREET NE
    ATLANTIC,GA30303     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 13,000
    CHARLES RIVER WATERSHED ASSOC
    190 PARK ROAD
    WESTON,MA02493     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 60,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    NEW YORK,NY100015004     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 60,000
    EARTHJUSTICE
    50 CALIFORNIA STREET SUITE 500
    SAN FRANCISCO,CA94111     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 100,000
    ECOFLIGHT
    307 L ASPEN AIRPORT BUSINESS CENTER
    ASPEN,CO81611     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 3,000
    ENVIRONMENTAL DEFENSE FUND
    275 PARK AVENUE SOUTH
    NEW YORK,NY10010     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 100,000
    GLOBAL GREENGRANTS FUND
    2840 WILDERNESS PLACE STE A
    BOULDER,CO80301     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 10,000
    GREATER YELLOWSTONE
    215 S WALLACE
    BOZEMAN,MT59715     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 60,000
    HARVARD FIELD HOCKEY
    MASSACHUSETTS HALL
    CAMBRIDGE,MA02138     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    LAKES REGION CONSERVATION
    156 DANE ROAD
    CENTER HARBOR,NH03226     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 20,350
    LEGADO INC
    PO BOX 173
    JACKSON,NH03846     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 5,000
    MANOMET CENTER CONSERVATION SCIENCE
    PO BOX 1770
    MANOMET,MA02345     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 30,000
    MASS SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS
    350 SOUTH HUNTINGTON AVENUE
    BOSTON,MA02130     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 2,500
    MEDIA IN THE PUBLIC INTEREST
    3980 BROADWAY SUITE 103139
    BOULDER,MA80304     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 5,500
    MYSTIC RIVER WATHERSHED ASSOCIATION
    20 ACADEMY STREET 306
    ARLINGTON,MA02476     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 30,000
    NATURE CONSERVANCY
    4245 NORTH FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA222031606     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 120,968
    NOBLE AND GREENOUGH SCHOOL
    10 CAMPUS DRIVE
    DEDHAM,MA02026     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 9,000
    NORTH AND SOUTH RIVERS WATERSHED TRUST
    PO BOX 43
    NORWELL,MA02061     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 10,000
    OXFAM AMERICA
    226 CAUSEWAY STREET 5
    BOSTON,MA02114     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 40,000
    RIVER NETWORK
    434 NW SIXTH AVENUE
    PORTLAND,OR97209     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 20,000
    TRUSTEES FOR ALASKA TRUST
    1026 WEST 4TH AVENUE SUITE 201
    ANCHORAGE,AK99501     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 20,000
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 116,044
    YELLOWSTONE FOREVER
    PO BOX 117
    YELLOWSTONE NATL PARK,WY82190     		NONE PUBLIC CHARITY GENERAL CONTRIBUTION 10,000
    Total .................................bullet 3a 906,351
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 944,334  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 1,149,405 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,149,405
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    EAGLEMERE FOUNDATION INC
     
    Employer identification number

    04-3424302
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    EAGLEMERE FOUNDATION INC
          		Employer identification number
    04-3424302
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    H JAY SARLES
     
    60 EDMUNDS ROAD
     
    WELLESLEY, MA02481

    		$ 363,475


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    EAGLEMERE FOUNDATION INC
          		Employer identification number

    04-3424302
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 10,000 SHARES OF FREEPORT-MCMORAN INC $ 363,475 2021-02-19
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    EAGLEMERE FOUNDATION INC
          		Employer identification number

    04-3424302
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 3,000 3,000 0 0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100000 SHS CITIGROUP INC 97,270 106,251
    100000 SHS MERCK & CO INC 98,806 102,950
    100000 SHS JP MORGAN CHASE & CO 99,455 102,006
    100000 SHS UNION PAC DOR 101,991 104,526
    12744.65 SHS PIMCO HIGH YIELD FD 113,072 115,084
    6700 SHS ISHARES S&P US PFD STK INDEX 261,315 264,181

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Name of Stock End of Year Book Value End of Year Fair Market Value
    200 SHS ABBOTT LABS 4,630 28,148
    165 SHS META PLATFORMS INC 5,778 55,498
    225 SHS CVS HEALTH CORP 6,254 23,211
    200 SHS COCA COLA 6,520 11,842
    100 SHS DUPONT DE NEMOURS INC 6,889 8,078
    200 SHS J P MORGAN CHASE & CO 6,970 31,670
    175 SHS BERKSHIRE HATHAWAY INC 8,440 52,325
    1200 SHS FREEPORT MCMORAN INC 13,152 50,076
    1000 SHS COMCAST CORP 14,136 50,330
    50 SHS ALPHABET INC CLASS C 14,417 144,680
    1182 SHS BROADCOM CORP 16,296 187,646
    500 SHS AMERICAN WATER WORKS CO 17,790 94,430
    300 SHS KKR & CO 19,868 22,350
    75 SHS ALPHABET INC CLASS C 21,626 217,019
    900 SHS HONEYWELL INTL INC 23,333 125,106
    400 SHS DUPONT DE NEMOURS, INC 23,882 32,312
    466 SHS DUPONT DE NEMOURS INC 27,258 37,643
    684 SHS ISHARES CORE US AGGREGATE BOND FUND 28,408 28,174
    799 SHS MICROSOFT CORP 29,670 268,720
    600 SHS VERIZON COMMUNICATIONS 29,706 31,176
    500 SHS JOHNSON & JOHNSON 29,857 85,535
    900 SHS TRUST FINL CORP (FKA BB&T CORP) 30,569 52,695
    749 SHS VANGUARD FTSE EMERGING MKTS EFT 30,906 37,046
    200 SHS AVALONBAY CMNTYS INC 32,493 50,518
    500 SHS J P MORGAN CHASE & CO 34,568 79,175
    1100 SHS DISNEY WALT CO 34,642 77,445
    1250 SHS MONDELIZ INTL INC 35,089 82,888
    500 SHS MERK & CO INC 35,682 38,320
    125 SHS ALPHABET INC CLASS A 36,258 362,130
    300 SHS ELECTRONIC ARTS, INC. 36,594 39,570
    300 SHS COSTCO WHSL CORP 37,233 170,310
    2000 SHS CISCO SYS INC 37,518 95,055
    500 SHS LYONDELLBASELL INDUSTRIES 37,865 46,115
    1000 SHS MGM RESORTS INTERNATIONAL 41,592 44,880
    1200 SHS META PLATFORMS INC 42,019 403,620
    200 SHS ILLINOIS TOOL WKS INC 42,455 49,360
    500 SHS LIVE NATION ENT INC 43,514 59,845
    400 SHS JP MORGAN CHASE & CO 45,205 63,340
    800 SHS MONDELIZ INTL INC 46,104 53,048
    700 SHS ACTIVISION BLIZZARD, INC 46,870 39,918
    1000 SHS COMCAST CORP 47,608 50,330
    300 SHS UNITED PARCEL SVC INC 49,453 64,302
    6329.114 SHS FRANKLIN FLOATING RATE 50,000 49,810
    1000 SHS HOME DEPOT INC 50,869 259,381
    700 SHS FORTIVE CORP 51,317 53,403
    1000 SHS GENERAL MOTORS CO 51,404 58,630
    449 SHS ISHARES TR RUSSELL 2000 ETF FUND 51,620 99,880
    1000 SHS COCA COLA 53,099 59,210
    300 SHS BLACKROCK INC 53,860 274,668
    1400 SHS BOSTON SCIENTIFIC 55,060 59,472
    998 SHS ISHARES TR RUSSELL 1000 ETF FUND 60,110 263,901
    1100 SHS COCA COLA 60,165 65,131
    100 SHS THERMO FISHER SCIENTIFIC 60,551 66,724
    500 SHS HILTON WORLDWIDE 65,931 77,995
    1100 SHS VERIZON COMMUNICATIONS 66,700 57,156
    400 SHS VULCAN MATERIALS CO 68,404 83,032
    700 SHS INTERCONTINENTAL EXCHANGE, INC 69,028 95,739
    4256 SHS APPLE INC 71,788 755,738
    1950 SHS AMERIPRISE FINL INC 71,958 588,237
    400 SHS L3HARRIS TECHNOLOGIES, INC. 74,479 85,296
    300 SHS DEERE & CO 75,459 102,867
    600 SHS NIKE, INC 76,535 100,002
    400 SHS UNION PAC CORP 79,648 100,772
    1900 SHS MARVELL TECHNOLOGY GROUP 80,013 166,231
    1908 SHS ISHARES RUSSELL MIDCAP ETF 84,307 158,383
    195 SHS AMAZON COM 86,149 650,196
    1743.000 SHS ISHARES CORE MSCI EAFE 93,153 130,098
    200 SHS ADOBE 94,490 113,412
    1149.000 SHS VANGUARD SHORT TERM CORPORATE BOND 94,900 93,368
    700 SHS TARGET CORP 95,925 138,864
    3254.149 SHS CLEARBRIDGE SMALL CAP 100,000 169,964
    4251.701 SHS PRINCIPAL MIDCAP BLEND FUND 100,000 177,934
    1019 SHS AVALONBAY CMNTYS INC 100,866 257,389
    400 SHS PALO ALTO NETWORKS, INC 101,437 222,704
    700 SHS CATERPILLAR, INC. 101,467 124,044
    1400 SHS CVS HEALTH CORP 119,769 144,424
    1100 SHS EATON CORP PLC 124,873 190,102
    300 SHS UNITED HEALTH GROUP INC 126,158 150,642
    500 SHS SALESFORCE COM INC 126,493 127,065
    1200 SHS ABOTT LABS 134,826 168,888
    600 SHS NVIDIA CORP 135,506 294,110
    700 SHS PAYPAL HOLDINGS INC 135,797 132,006
    300 IDEXX LABS, INC 138,180 197,538
    1200 SHS BERKSHIRE HATHAWAY INC 151,481 358,800
    2500 SHS MORGAN STANLEY 162,103 245,400
    8800 SHS ISHARES RUSSELL MIDCAP ETF 206,373 730,488
    1100 SHS REPLIGEN CORP 217,953 291,324
    8132.29 SHS CLEARBRIDGE SMALL CAP 300,000 424,749
    9843.08 SHS CLEARBRIDGE SMALL CAP 325,000 514,104
    151450.045 SHS PRINCIPAL MIDCAP BLEND FUND 400,000 633,611
    3200 SHS ISHARES RUSSELL 2000 ETF 407,531 711,840
    7400 SHS ISHARES CORE MSCI EAFE 430,013 552,336
    17667.845 SHS PRINCIPAL MIDCAP BLEND FUND 450,000 739,399
    22085 SHS MFS RESEARCH INTERNATIONAL FD 500,000 535,998
    10000 SHS SPDR BLOOMBERG BARCLAYS 1-3 915,700 914,300

    TY 2021 InvestmentsOtherSchedule2
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    10231.924 SHS GOTHAM ABSOLUTE RETURN FUND AT COST 150,000 188,881
    18832.392 SHS BLACKSTONE ALT MULTI STRATEGY AT COST 200,000 199,623
    276994.24 SHS SUMMIT PARTNERS SUSTAINABLE OPPS L/S FUND AT COST 300,000 611,381
    3300 SHS SPDR GOLD TR AT COST 403,340 564,168

    TY 2021 OtherDecreasesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Description Amount
    UNREALIZED GAIN ON CONTRIBUTED ASSETS 30,465


    TY 2021 OtherExpensesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 144 144 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION SETTLEMENTS 25 25 25


    TY 2021 OtherIncreasesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Description Amount
    UNREALIZED GAIN ON STOCK GIFTED 623,099


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 6361 69,525 69,525 0 0
    MANAGEMENT FEES 8111 3,408 3,408 0 0


    TY 2021 SubstantialContributorsSch
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Name Address
    MARILYN SARLES 60 EDMUNDS ROAD
    WELLESLEY,MA02481
    H JAY SARLES 60 EDMUNDS ROAD
    WELLESLEY,MA02481


    TY 2021 TaxesSchedule
    Name:
    EAGLEMERE FOUNDATION INC
    EIN:
    04-3424302
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 6361 1,435 1,435 0 0
    FOREIGN TAXES 8111 201 201 0 0
    EXCISE TAXES 53,206 0 0 0